1776 Wealth’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

1776 Wealth’s Portfolio BGB Stock Details BGB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$123K	Hold	10,912	–	–	0.04%	152
2026 Q1	$122K	Hold	10,912	–	–	0.05%	145
2025 Q4	$129K	Buy	+10,912	New	+$129K	0.05%	140
2020 Q3	–	Sell	-1,000	Closed	-$11K	–	129
2020 Q2	$11K	Hold	1,000	–	–	0.01%	281
2020 Q1	$10K	Buy	+1,000	New	+$13.4K	0.01%	268

Other funds holding BGB

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CBA

Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

1776 Wealth's BGB Position: Q2 2026 in Review

1776 Wealth held its Blackstone Strategic Credit 2027 Term Fund (BGB) position steady in Q2 2026 at 10,912 shares worth $123K. The position accounts for 0.04% of the portfolio, ranked #152.

1776 Wealth first reported a position in BGB in Q1 2020 and has held it in 5 quarters since. The position peaked at $129K in Q4 2025. 86 funds tracked by Wall St. Rank hold BGB as of Q2 2026.

1776 Wealth held 10,912 shares of Blackstone Strategic Credit 2027 Term Fund worth $123K as of Q2 2026.
1776 Wealth left its Blackstone Strategic Credit 2027 Term Fund share count unchanged in Q2 2026.
Blackstone Strategic Credit 2027 Term Fund made up 0.04% of 1776 Wealth's portfolio in Q2 2026, its #152 holding.
1776 Wealth first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q1 2020 and has held it in 5 quarters since.
1776 Wealth's Blackstone Strategic Credit 2027 Term Fund position peaked at $129K in Q4 2025.
86 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q2 2026.

Based on 1776 Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.